Investment Advisor

They are distinguished by their ethical, client-first philosophy and a disciplined investment process dedicated to long-term capital preservation and growth. Their expertise lies in crafting bespoke strategies that go beyond standard retail solutions to meet the complex needs of High-Net-Worth and Ultra-High-Net-Worth individuals and families.

Responsibilities include:

• Offering financial planning support to clients.
• Assisting investment professionals in nurturing client relationships.
• Crafting accurate financial plans.
• Advising clients on optimal financial solutions for their medium to long-term plans.

What Our Client Offers:

• A Superior Platform: Access to a market-leading offering of investment structures and underlying solutions designed for sophisticated clients.
• Comprehensive Operational Support: Full administrative and paraplanning support is provided at no extra cost, allowing you to focus purely on client relationships and business growth.
• Highly Competitive Remuneration: Enjoy very attractive income splits and a clear, transparent path to maximising your earnings.
• Flexible Engagement Models: For the right candidates with a proven track record, a salaried position or financial support during a transition period can be available.
• Jurisdictional Expertise: The ability to service clients across multiple international regions under one roof, providing a seamless experience for a global client base.